Industry News

Industry News

Inside Goldman’s New Private-Public Model Portfolios

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The new products will help RIA firms tailor investments to the needs of their advisors and end clients.

2 min read

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Advisor Upside

Schwab Eyes Financial Advice as Cash Sweeps Dry Up

The online brokerage has long relied on bank revenues, like cash-sweep programs, but executives are now leaning into wealth management.

2 min read
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Advisor Upside

BlackRock Tops Grayscale for Digital Asset Dominance

The shift highlights the growing footprint of traditional firms in the digital asset industry, and signals renewed confidence in crypto.

2 min read
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Advisor Upside

Franklin Templeton, TD Bank in Regulators’ Crosshairs

Regulators are intensifying their focus on two financial institutions with the potential for fines stretching into the billions of dollars.

2 min read

Advisor Upside

Advisors Weigh In on FINRA’s Side Hustle Rule Proposal

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Wealth managers and firms say FINRA shouldn’t have a say in their part-time jobs and personal investment activity.

2 min read

Advisor Upside

Social Security Backs Off From 100% Clawbacks

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A plan to withhold all benefits until historical overpayments are recouped was scrapped in favor of a 50% rate.

2 min read

Advisor Upside

CFP Board Raises Renewal Fee by 26%

Photo via Connor Lin / The Daily Upside

The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.

2 min read

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